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Leo Wealth LLC’s iShares Global REIT ETF REET Stock Holding History

Leo Wealth LLC’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,845
Closed -$345K – 474
2025
Q4 		$345K Buy
13,845
+74
+0.5% +$1.87K 0.03% 321
2025
Q3 		$352K Sell
13,771
-5,923
-30% -$149K 0.05% 215
2025
Q2 		$486K Buy
19,694
+399
+2% +$9.67K 0.04% 237
2025
Q1 		$468K Sell
19,295
-264
-1% -$6.43K 0.07% 180
2024
Q4 		$469K Buy
19,559
+181
+0.9% +$4.62K 0.04% 242
2024
Q3 		$517K Buy
19,378
+97
+0.5% +$2.45K 0.05% 217
2024
Q2 		$448K Sell
19,281
-968
-5% -$22.1K 0.05% 230
2024
Q1 		$479K Sell
20,249
-13
-0.1% -$304 0.05% 218
2023
Q4 		$490K Buy
+20,262
New +$443K 0.05% 208

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leo Wealth LLC's REET Position: Q1 2026 in Review

Leo Wealth LLC sold out of iShares Global REIT ETF (REET) in Q1 2026, closing a stake of 13,845 shares — an estimated $345K sold.

Leo Wealth LLC first reported a position in REET in Q4 2023 and held it in 9 quarters. The position peaked at $517K in Q3 2024. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Leo Wealth LLC reported no remaining iShares Global REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 13,845 iShares Global REIT ETF shares in Q1 2026, an estimated $345K.
  • Leo Wealth LLC first reported a position in iShares Global REIT ETF in Q4 2023 and held it in 9 quarters.
  • Leo Wealth LLC's iShares Global REIT ETF position peaked at $517K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.